Fees
Transparent, Competitive Fees
Fees are the dirty little secret of the investment management business.
Investment fees have a big impact on client returns. The Lowering of fees has an immediate positive impact on investment returns. Our goal is to charge a reasonable fee for our services. Our investment management fee is very competitive compared to our local and national competition.
Foster Investment Services does not receive performance based fees from its Advisor clients. Foster Investment Services only charges Advisory clients asset-based fees.
Our fee is charged as a percentage of the total assets we manage for you. If your portfolio grows, our fee reflects that growth. If it shrinks, so does our fee. Our compensation is directly tied to your success.
For detailed information about our fees, please Request our Firm Brochure here.
No fee to start — No fee to leave.
Your Success is Our Future.
Why Fees Matter
Investment fees compound just like investment returns — only in the wrong direction. A fee that seems small today can represent a substantial reduction in your portfolio value over a 10, 20, or 30-year investment horizon.
At Foster Investment Services, we are committed to two levels of cost discipline: keeping our own advisory fees competitive, and selecting investments — index funds, ETFs, individual stocks and bonds — with the lowest possible internal expense ratios.
We believe the combination of low advisory fees and low-cost investment vehicles is one of the most reliable ways to improve your long-term investment outcomes. This is not a theory — it is a mathematical certainty.
Remember: You can’t control the returns of the markets, but you can control your cost of investing.
Ready to Learn More?
Request our Firm Brochure for complete fee schedules, or contact us directly to discuss your situation.